-62.4%
AVAV vs ITOT
+11.7%
-74.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -1.9% |
| 7D | 0.0% | -0.5% | +0.5% | +1.3% |
| 30D | -9.9% | -3.4% | -6.5% | -2.8% |
| 3M | -34.7% | -3.1% | -31.6% | -30.0% |
| 6M | -26.6% | +2.2% | -28.8% | -28.6% |
| YTD | -48.9% | +11.0% | -60.0% | -56.9% |
| All | -62.4% | +11.7% | -74.0% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ITOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling